TRFreelancer profile translated to English.
Back to original languageAbout Thomas
My role, as a Wealth Management Advisor, is to support you in determining effective and tailor-made wealth management solutions.
At Héron Conseil (formerly COREP), we are independent in our product selection and offer you wealth management solutions that perfectly match your needs.
My wish is to be the general practitioner for your assets and to collaborate with other legal and accounting professionals, all in your best interest.
Contact me to review your needs. 😉
French
Native or bilingual
English
Conversational
Can work on-site
Villeneuve-d'Ascq (up to 50km)
Experience
- Héron ConseilWealth Management AdvisorFebruary 2024 - Today (2 years and 4 months)Villeneuve-d'Ascq, FranceMy role, as a Wealth Management Advisor, is to support you in determining effective and tailor-made wealth management solutions.At Héron Conseil (formerly COREP), we are independent in our product selection and offer you wealth management solutions that perfectly match your needs.My wish is to be the general practitioner for your assets and to collaborate with other legal and accounting professionals, all in your best interest.Contact me to review your needs. 😉
- Héron ConseilWealth Management AdvisorFebruary 2024 - Today (2 years and 4 months)Villeneuve-d'Ascq, FranceMy role, as a Wealth Management Advisor, is to support you in determining effective and tailor-made wealth management solutions.At Héron Conseil (formerly COREP), we are independent in our product selection and offer you wealth management solutions that perfectly match your needs.My wish is to be the general practitioner for your assets and to collaborate with other legal and accounting professionals, all in your best interest.
- LK Conseil - Cabinet de conseilWealth Management AdvisorMarch 2021 - October 2023 (2 years and 7 months)Lille, FranceIndependent wealth management firmSupport for individual and professional clients in managing their wealth issues
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Education
- Master 1 Business LawUniversity of Lille 22016
- Master 2 MBA Management and Business AdministrationIAE Paris Sorbonne2017
Skill set
Categories
- Other